Healthaxis Group 401(k) match, vesting and fees
What Healthaxis Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Assurance Dimensions (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 612 defined-contribution plans in information with 100 to 499 participants.
| Healthaxis Group: employer contribution per participant | $78 | |
| Peer median | $2,211 |
| Healthaxis Group: average balance | $60,623 | |
| Peer median | $71,359 |
| Healthaxis Group: admin expenses ÷ assets | 0.35% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $16.2M at the end of plan year 2021 to $18.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 323 | $18.6M | $24K | $78 | 0.35% | Not published | Form 5500 ↗ |
| 2024 | 339 | $16.8M | $301K | $970 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 414 | $16.2M | $325K | $805 | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 440 | $13.6M | $348K | $856 | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 423 | $16.2M | $317K | $897 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Healthaxis Group match 401(k) contributions?
The match terms for the Healthaxis Group, LLC 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $24K in employer contributions, about $78 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Healthaxis Group 401(k) match vested?
The vesting schedule for the Healthaxis Group, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Healthaxis Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Healthaxis Group, LLC.
I left Healthaxis Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Healthaxis Group, LLC, (888) 974-2947) or the recordkeeper, Fidelity Investments Institutional. The Healthaxis Group old 401(k) page lists the contacts from every plan filing. Find an old Healthaxis Group 401(k)
Data from the public Form 5500 annual reports Healthaxis Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Healthaxis Group. Not financial advice. Report a correction · Methodology